Can I automate recurring tasks in Trello? If so, how?

[Patriot Lighting]

Is it possible to automate recurring tasks in Trello? I want to set up tasks that reappear on a schedule, such as daily, weekly, or monthly (Read More). How can I achieve this using Trello’s built-in features or Power-Ups like Butler? Are there specific steps or configurations I should follow, and are there any limitations or alternatives I should consider for recurring automation?

[8 ball Poll]

Yes, you can automate recurring tasks in Trello using its built-in automation tool, Butler, or through third-party Power-Ups. Here's how you can achieve this, along with steps and considerations:

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Using Trello’s Butler Automation for Recurring Tasks

Butler is Trello’s native automation tool, and it allows you to set up scheduled tasks with ease.

1. Enable Butler:

   • Navigate to the board where you want to automate tasks.
   • Click on "Automation" in the top menu bar and open pocket the Butler dashboard.

2. Create a Recurring Task Rule:

   • Go to the Calendar tab in the Butler dashboard.
   • Click Create Command and choose a schedule (e.g., daily, weekly, or monthly).
   • Define the action, such as:
     • Create a new card: Specify the list and card details (e.g., "Daily Report" in the "To-Do" list).
     • Move a card: Reopen an existing task by moving it back to a specific list.

3. Configure the Details:

   • Name the automation rule clearly for easy identification (e.g., "Weekly Report Task").
   • Set the schedule time for task creation or recurrence.

4. Save and Activate:

   • Save the rule and ensure it’s active. Butler will now create .

[Mara _bitvoodoo ag_]

Hi @Patriot Lighting 

Welcome to the Community & thank you for your question.

On your right-hand top corner you should see the button for Automations (it's a flash icon). Please click on it and proceed to "Rules". A new menu should have opened now. You can select "Scheduled" and create a new, scheduled automation from here. I hope this helps!

Please keep in mind that depending on your Trello Subscription, you have a limited number of automations per month. 

Best wishes,
Mara